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Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,740 | $95,915-88.8% | $79,580-86.5% | $134,532-92.0% |
| Participation rate | 81.0% | 75.0%+5.9pp | 69.5%+11.5pp | 81.2%-0.3pp |
| Annual return | 40.28% | -2.71%+43.0pp | 0.15%+40.1pp | 418.27%-378.0pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,766 | $4,693+1.6% | $3,985+19.6% | $6,401-25.5% |
| Admin fee / account holder | $276 | $9,132-97.0% | $6,835-96.0% | $11,429-97.6% |